Capsule CRM

Online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.
DESCRIPTION

When a call comes in and a call summary is created, we will create a "Task" in your Capsule CRM account, under the "Call" category. The full call summary will appear in the "Detail" section of the Task.

You can link that Task to a contact, opportunity or case.

"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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